See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,814 | $96,635-23.6% | $86,612-14.8% | $139,434-47.1% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 14.76% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,684 | $3,263-48.4% | $3,022-44.3% | $4,751-64.6% |
| Participant deferral / active EE | $3,169 | $4,836-34.5% | $4,438-28.6% | $6,710-52.8% |
| Admin fee / account holder | $16,114 | $6,408+151.5% | $5,614+187.0% | $11,403+41.3% |